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Finance
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52854 Requisition #
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Gallagher Bassett is the premier provider of global claims services, dedicated to exceptional customer service and demonstrably superior outcomes. GB helps people, teams and businesses overcome adversity and loss through the guiding expertise of over 5,000 claims professionals, all committed to going beyond expectations in the continuous pursuit of a better way.

 

Position Summary:

  • Compiles and analyzes financial information for an organization. 
  • Develops integrated revenue/expense analyses, projections, reports, and presentations. 
  • Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. 
  • Identifies trends and developments in competitive environments and presents findings to senior management. 
  • Performs financial forecasting and reconciliation of internal accounts.  
  • Familiar with a variety of the field's concepts, practices, and procedures. 
  • Relies on extensive experience and judgment to plan and accomplish goals. 
  • Performs a variety of tasks. 
  • Leads and directs the work of others. 
  • May manage/coordinate the work of more junior staff. 

Additional Considerations: 

  • Prepares complex pricing and profitability analyses supporting New Business and in line with renewal strategy with minimal managerial guidance.
  • Analyzes revenue, cost, margin and pricing agreements while providing insight and recommendations for timely and effective business decisions with minimal managerial guidance.
  • Collaborates with Sales Executives, Account Managers and Field Operations to gather and question all cost assumptions used to prepare a quote.
  • Works directly with Sales and Account Management to improve financial status of current and potential clients by analyzing results and variances, identifying trends and recommending appropriate actions.
  • Ensures development and improvement of standard pricing analytic report templates, presentations, methodologies and processes through advanced analytical thought processes.
  • Works with the Business to develop and implement pricing strategies that effectively cater to various markets and channels.
  • Analyzes the impact of price changes, recommend adjustments to pricing standards and strategies that will support business objectives and plans without impeding future growth.
  • Challenges the conventional pricing methodology to improve the process and develop new approaches.
  • Performs complex ad hoc analyses for operational and financial management and to support business needs.

 


Required:

  • Bachelor's degree
  • 4 or more years experience required.
  • Strong Excel and financial management software skills are essential.

Desired:

  • Prefer degree in Accounting or Finance. 
  • CMA or CFA preferred.
  • Prior experience working in the insurance industry is a strong plus.
  • Certified Management Accountant (CMA) a plus.
  • MBA or related advanced degree a plus.
  • Extensive experience in excel-based financial modeling, including financial planning and analysis, pricing and partnering with non-finance business partners.
  • Advanced computer skills.
  • Technical expertise:
    • Ability to execute and present analysis with minimal guidance from manager.
    • Proficient to advanced knowledge of insurance industry.
    • Acquire proficient to advanced knowledge of proprietary systems/processes.

Work Traits: 

  • Ability to flex between data/analytics and marketing creativity while thinking outside the box to solve complex problems with limited data sources.
  • Comfortable in an environment with changing priorities, and competing demands for time.
  • Ability to communicate effectively, verbally and in writing, and to establish and maintain effective working relationships with employees, business partners and company officials.
  • Attention to detail.
  • Results oriented:
    • Accountable
    • Accurate
    • Problem solver
    • Continuous improvement mindset
  • Excellent customer service and interpersonal communication skills.
  • Good business acumen. 

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  

 

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.‚Äč Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.


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